Account Executive
Core
Account Executive managing a portfolio of clients for community groups and not-for-profit organisations, providing tailored insurance coverage and binding policies.
Role type
Account Executive (Insurance)
Builds
Insurance policies and coverage solutions for community groups and not-for-profit organisations
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
client portfolio management, insurance product knowledge, quotation and endorsement processing, renewal management, policy administration, claims management coordination, online quoting platform support
Preferred skills
RG146 Tier 1 Insurance Broking Compliance, call centre experience
Technologies
Microsoft Office Suite, client management systems, online quoting platform
Responsibilities
manage client portfolio and maintain stakeholder relationships, answer calls and manage emails for quotations and renewals, identify opportunities to provide insurance solutions, provide guidance on coverage options and policy terms, collaborate with internal teams on billing and claims, document client interactions accurately, refer clients to online quoting platform
Seniority
Junior to Senior (flexible based on candidate background)